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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3551	ADMI Albert D. Mason Inc Boston, Massachusetts	$499K	$0	1	0.36%	Maintained
3552	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$496K	+$488K	3	0.23%	New
3553	DA Doliver Advisors Houston, Texas	$496K	-$1.01M	2	0.21%	Reduced
3554	DC Derby & Company Newton, Massachusetts	$494K	-$251K	1	0.3%	Reduced
3555	OIM Opus Investment Management Worcester, Massachusetts	$493K	$0	1	0.09%	Maintained
3556	PA Parkside Advisors Berkeley, California	$492K	+$473K	2	0.35%	New
3557	SLT St Louis Trust Saint Louis, Missouri	$489K	-$3M	1	0.16%	Reduced
3558	ZF Zhang Financial Portage, Michigan	$485K	-$2.42K	1	0.25%	Reduced
3559	BC Barnett & Company Chattanooga, Tennessee	$482K	+$2.33K	5	0.23%	Increased
3560	LFS Legacy Financial Strategies Overland Park, Kansas	$478K	+$191K	2	0.43%	Increased
3561	LFG LifePlan Financial Group Dayton, Ohio	$478K	+$25.6K	12	0.27%	Increased
3562	ODG O'Dell Group Cincinnati, Ohio	$477K	+$229K	2	0.32%	Increased
3563	GWA Guidant Wealth Advisors Palatine, Illinois	$475K	-$2.54K	6	0.21%	Reduced
3564	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$472K	-$138K	2	0.33%	Reduced
3565	FEG Financial Enhancement Group Anderson, Indiana	$465K	-$410K	6	0.16%	Reduced
3566	BAMG Brand Asset Management Group Chesterfield, Missouri	$464K	+$461K	3	0.35%	New
3567	LWA Lowe Wealth Advisors Columbia, Maryland	$464K	-$3.58K	7	0.29%	Reduced
3568	MAM Marquette Asset Management Minneapolis, Minnesota	$461K	+$203K	2	0.15%	Increased
3569	WB Wilks Brothers Cisco, Texas	$461K	+$481K	1	0.05%	New
3570	CCM Crabel Capital Management Los Angeles, California	$454K	+$445K	2	0.25%	New
3571	FMP Financial Management Professionals Austin, Texas	$454K	-$25.7K	9	0.18%	Reduced
3572	SFC SYM Financial Corp Winona Lake, Indiana	$446K	+$24.1K	1	0.27%	Increased
3573	ECP Elk Creek Partners Denver, Colorado	$436K	+$40.1K	1	0.02%	Increased
3574	Private Management Group Irvine, California	$436K	-$170K	1	0.02%	Reduced
3575	IF Ironwood Financial Tucson, Arizona	$427K	+$34.8K	7	0.25%	Increased